Todd joined Craigs in May 2020 as part of the retail broking team. Prior to joining Craigs Todd spent 13 years as a financial planner and investment adviser here in Tauranga providing advice on portfolio management and retirement planning.

Todd advises clients in all aspects of investments, specialising in portfolio management for private clients and family Trusts. Todd’s is passionate about helping his clients achieve their long-term goals.

In his spare time Todd enjoys going for walks with his family, watching his daughters play hockey and is an avid sprint coach.

Todd holds the following qualifications:

• Certificate of Authorisation AFA (2016)
• Certified Financial Planner (2009)
• Graduate Diploma (Financial Planning), Massey University (2007)
• Bachelor of Business Studies (Economics), Massey University (1998)